Unique financial advice for university employees

As a University professional, your employment structure and superannuation benefits certainly aren’t run-of-the-mill, and neither is our approach to your finances.

What makes my financial affairs so different?

For a start, UniSuper is unlike other schemes where your super balance depends on investment returns and what is happening across the markets. The balance in your defined benefit fund is calculated on your salary and length of service.

More importantly, the employment landscape of universities is changing. Increasing funding pressures, deregulation and increased competition means universities are constantly looking at their cost bases. Structural change and redundancies are a reality in this climate.

We understand the many complex issues facing the UniSuper Defined Benefit Fund and can provide you with the right information and alternative options to help you make an informed decision about your future plans or retirement.

How williamgrant can help

If you’re uncertain about how these issues may impact your financial future, you can regain your confidence with a complimentary consultation.

While we specialise in providing advice to University staff, we also provide an extensive range of financial advice services. Talk to us about any of the following areas for a comprehensive financial solution:

Retirement Planning

Superannuation and Self-Managed Superannuation Funds (SMSFs)

Investment advice

Financial Coaching

Tax planning

Estate planning

Personal insurances

No hidden fees

Suring up your financial future is most important to us, that’s why williamgrant’s we operate on a transparent fee for service basis with a complimentary initial consultation.

We’re locally and privately owned, so our advice is free from the influence of banks and financial institutions. You’ll get clear, balanced advice from our experienced financial advisers who will take the stress out of managing your financial affairs and are driven by what’s best for you.

Find out how we can help you by downloading our University Employees White Paper or by calling us today on 08 6282 0170.

williamgrant: Securing the financial future of University professionals for 15 years.

“With the current climate of increasing redundancy, pre-retirement contracts and the myriad of issues facing the UniSuper Defined Benefit Fund, it has never been more important to seek professional financial advice to ensure a secure financial future than now”
– Bill Jarrott, Director & Senior Financial Adviser, williamgrant Financial Consultants.

Other Useful Links:

Article, The Australian Newspaper, 08 June 2013, It’s time to bail from UniSuper,read the article

Article, The Australian Newspaper, 22 June 2013, More woes in UniSuper saga,read the article

I’ve known Bill for over fifteen years and have trusted him with the management of my father’s financial affairs and my own Superannuation after I retired in 2015. The empathy and care shown in understanding my family affairs has given me a great sense of comfort in tackling complex financial matters. williamgrant adopts a conservative and transparent approach to financial planning, really taking the time to make sure you are comfortable with everything. I have a number of friends and universit…

Karen Olkowski, Murdoch University

Approaching retirement as a university employee eight years ago, I needed a financial plan for the future. I approached williamgrant as specialists in the university sector with glowing endorsement from my colleagues. Bill took the time to understand my personal needs and lifestyle plans for the future. His warmth and professional competence stood out as he patiently guided me through the options available. He made the complex simple. With a package in place combining a defined benefit and accu…

Adjunct Associate Professor Lenore Layman, Murdoch University

Bill is easy to talk to and communicates on a personal level. He took the time to get to know my family and our needs as I approached retirement. It is Bill’s human touch, so rare in the financial world, that stands out to me. I have no hesitation in recommending williamgrant to colleagues and friends.

Professor Norm Hall, Murdoch University

John and I were unaware of the options ahead of us when we first met Bill to chat about our prospective retirement. Bill was a fountain of knowledge and explained and documented a five year projection for our retirement; without his expert knowledge we wouldn’t have thought retirement was possible so soon.Bill’s guidance over the five year period incorporated superannuation, taxation and investment advice to get the best financial outcome in our retirement. Bill continues to monitor our …

Sue & John Urbaniak

About Us

We are a team of likeable and experienced financial consultants that will help you plan for a financially secure future. Our unique investment philosophy and transparent fee for service approach sets us apart. As a boutique family operated business we deal with people on a personal level with the empathy and understanding you deserve. We refuse to undermine our values - our advice is motivated by what’s best for you.